Beaumont Financial Advisors’s Ultrapar UGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85.8K | Sell |
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|
2025
Q2 | $74.6K | Hold |
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|
2025
Q1 | $70K | Hold |
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|
2024
Q4 | $59.8K | Hold |
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|
2024
Q3 | $88.2K | Hold |
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|
2024
Q2 | $88.9K | Hold |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $83.5K | Hold |
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|
2023
Q2 | $89.4K | Hold |
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|
2023
Q1 | $62.1K | Hold |
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|
2022
Q4 | $55K | Hold |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $78K | Buy |
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